BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $2.08B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.38B
AUM Growth
-$678M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,442
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$7.01M
3
+$6.3M
4
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$5.46M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$4.85M

Top Sells

1
+$12.8M
2
+$11.3M
3
+$10.9M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$10M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.81M

Sector Composition

1 Technology 14.51%
2 Healthcare 7.99%
3 Consumer Discretionary 5.78%
4 Financials 5.57%
5 Industrials 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.46M 0.1%
5,157
-11
202
$2.46M 0.1%
28,099
-3,555
203
$2.45M 0.1%
27,068
-28,651
204
$2.43M 0.1%
39,198
-2,690
205
$2.42M 0.1%
14,041
+1,541
206
$2.42M 0.1%
1,126
-13
207
$2.4M 0.1%
16,906
-2,079
208
$2.39M 0.1%
21,723
-3,874
209
$2.36M 0.1%
104,431
+84
210
$2.33M 0.1%
3,551
-162
211
$2.33M 0.1%
15,253
-68
212
$2.3M 0.1%
33,799
-1,521
213
$2.28M 0.1%
40,231
-1,214
214
$2.28M 0.1%
64,599
-2,600
215
$2.26M 0.1%
203,120
-29,902
216
$2.26M 0.1%
29,725
+4,933
217
$2.26M 0.1%
132,830
-17,370
218
$2.23M 0.09%
38,087
-1,462
219
$2.22M 0.09%
36,388
+10,574
220
$2.21M 0.09%
39,680
+2,668
221
$2.18M 0.09%
19,535
+554
222
$2.18M 0.09%
10,491
+92
223
$2.17M 0.09%
9,314
-7,537
224
$2.17M 0.09%
20,281
-19,660
225
$2.17M 0.09%
14,983
+5,981
7 8
9
10 11